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Marcus Clinton Shaffer

ALLOS INVESTMENT ADVISORS, LLC·OVERLAND PARK, Kansas
Unclaimed Profile
12980 FOSTER STREET, OVERLAND PARK, KS 66213CRD# 4777059Firm CRD# 155541
01

About

Marcus Clinton Shaffer is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with ALLOS INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ALLOS INVESTMENT ADVISORS, LLC
ALLOS INVESTMENT ADVISORS, LLC
AUM
$51M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ALLOS INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4777059
Firm CRD# 155541
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marcus Clinton Shaffer offer?
Marcus Clinton Shaffer specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Marcus Clinton Shaffer's credentials?
Marcus Clinton Shaffer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marcus Clinton Shaffer located?
Marcus Clinton Shaffer is based in OVERLAND PARK, Kansas, working with ALLOS INVESTMENT ADVISORS, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Marcus Clinton Shaffer charge for services?
Marcus Clinton Shaffer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLOS INVESTMENT ADVISORS, LLC?
ALLOS INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $51M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kansas
LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
LEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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